Zacks Research Has Optimistic Outlook of GWRE Q2 Earnings

Guidewire Software, Inc. (NYSE:GWRE) – Research analysts at Zacks Research boosted their Q2 2026 earnings estimates for Guidewire Software in a note issued to investors on Wednesday, December 24th. Zacks Research analyst Team now forecasts that the technology company will post earnings of $0.29 per share for the quarter, up from their prior estimate of $0.25. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Guidewire Software’s current full-year earnings is $0.52 per share. Zacks Research also issued estimates for Guidewire Software’s Q3 2026 earnings at $0.21 EPS and Q1 2028 earnings at $0.80 EPS.

Guidewire Software (NYSE:GWRE) last issued its earnings results on Wednesday, December 3rd. The technology company reported $0.66 EPS for the quarter, meeting analysts’ consensus estimates of $0.66. The firm had revenue of $332.64 million for the quarter, compared to analyst estimates of $316.62 million. Guidewire Software had a return on equity of 10.15% and a net margin of 7.23%.Guidewire Software’s revenue for the quarter was up 26.5% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.43 earnings per share.

Several other brokerages also recently weighed in on GWRE. Oppenheimer upped their target price on shares of Guidewire Software from $275.00 to $300.00 and gave the stock an “outperform” rating in a research note on Friday, September 5th. Weiss Ratings restated a “hold (c)” rating on shares of Guidewire Software in a research note on Wednesday, October 8th. DA Davidson upgraded shares of Guidewire Software from a “neutral” rating to a “buy” rating and raised their target price for the stock from $246.00 to $250.00 in a research report on Wednesday, December 17th. Wall Street Zen cut Guidewire Software from a “buy” rating to a “hold” rating in a research report on Friday, November 28th. Finally, Royal Bank Of Canada boosted their price objective on shares of Guidewire Software from $290.00 to $300.00 and gave the company an “outperform” rating in a research note on Friday, September 5th. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $271.29.

Guidewire Software Stock Performance

NYSE:GWRE opened at $205.39 on Monday. The company’s 50-day moving average price is $217.98 and its 200-day moving average price is $226.25. The company has a current ratio of 3.48, a quick ratio of 3.48 and a debt-to-equity ratio of 0.44. The company has a market cap of $17.46 billion, a P/E ratio of 195.61, a P/E/G ratio of 13.46 and a beta of 1.08. Guidewire Software has a twelve month low of $165.08 and a twelve month high of $272.60.

Institutional Trading of Guidewire Software

Large investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. boosted its stake in shares of Guidewire Software by 1.3% during the 3rd quarter. Vanguard Group Inc. now owns 9,039,377 shares of the technology company’s stock worth $2,077,791,000 after acquiring an additional 116,726 shares in the last quarter. Geode Capital Management LLC raised its stake in shares of Guidewire Software by 5.6% in the 2nd quarter. Geode Capital Management LLC now owns 1,578,442 shares of the technology company’s stock valued at $372,105,000 after acquiring an additional 84,152 shares in the last quarter. AQR Capital Management LLC lifted its holdings in Guidewire Software by 18.9% in the 3rd quarter. AQR Capital Management LLC now owns 1,271,528 shares of the technology company’s stock worth $292,146,000 after purchasing an additional 202,064 shares during the last quarter. Qube Research & Technologies Ltd boosted its position in Guidewire Software by 34.4% during the third quarter. Qube Research & Technologies Ltd now owns 982,747 shares of the technology company’s stock worth $225,894,000 after purchasing an additional 251,280 shares during the period. Finally, Franklin Resources Inc. boosted its position in Guidewire Software by 9.7% during the third quarter. Franklin Resources Inc. now owns 856,487 shares of the technology company’s stock worth $196,872,000 after purchasing an additional 75,955 shares during the period.

Insider Activity at Guidewire Software

In other Guidewire Software news, insider James Winston King sold 1,860 shares of the stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $195.00, for a total transaction of $362,700.00. Following the transaction, the insider owned 33,702 shares of the company’s stock, valued at $6,571,890. This trade represents a 5.23% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, President John P. Mullen sold 7,975 shares of the firm’s stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $192.08, for a total value of $1,531,838.00. Following the completion of the sale, the president owned 141,983 shares in the company, valued at $27,272,094.64. The trade was a 5.32% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 55,740 shares of company stock worth $11,586,424 over the last ninety days. Company insiders own 0.46% of the company’s stock.

About Guidewire Software

Guidewire Software, Inc develops software products and cloud services for property and casualty (P&C) insurance carriers. Headquartered in San Mateo, California, the company’s offerings are designed to help insurers manage the core functions of their business—policy administration, billing and claims—while supporting digital engagement, analytics and operational modernization.

Guidewire’s core product portfolio is commonly known as the InsuranceSuite, which includes PolicyCenter for policy administration, BillingCenter for billing and receivables, and ClaimCenter for claims management.